Release Notes
Stay up to date with the latest Klient PSA updates and improvements
SKILL Assignment1 V1.2.0
SKILL Assignment1 - Release Notes - 1.2.0
First release of Klient SKILL Assignment 1 — the resourcing skill. Staff projects and tasks, book and move weekly hours, and swap people, in plain language.
MCP Data 1 v1.2.0
MCP Data1 - Release Notes - 1.2.0
MCP Data1 1.2.0 fixes a task reference that could resolve to the wrong task and write to it, and adds project roles plus work schedules so a resource created here can actually be staffed.
SKILL Project1 V1.1.1
SKILL Project1 - Release Notes - 1.1.1
Documentation update for SKILL Project 1: states MCP Data 1 1.2.0 as the recommended minimum, because earlier servers could complete the wrong task when it is named rather than selected.
SKILL Touchpoint1 V1.1.0
SKILL Touchpoint1 - Release Notes - 1.1.0
First release of Klient SKILL Touchpoint 1 — the Customer Success skill. Follow-ups and minutes from a transcript, meeting-prep briefs, and action items synced into tracked tasks.
51.11.3
51.11.3 — Release Summary
The Kanban Assignees filter now shows real profile photos instead of initials — see what's new in Klient PSA 51.11.3.
MCP Data 1 v1.1.0
MCP Data1 - Release Notes - 1.1.0
MCP Data1 1.1.0 lets the purpose-built tools write any field — including your org's own custom fields — in a single call, plus a configurable object scope for the generic tools.
TOUCHY1 0.9.0
TOUCHY1 - Standalone Mode, Account Resolution, and Reshaped Meeting Minutes - Release Notes - TOUCHY1 0.9.0
TOUCHY1 0.9.0 runs standalone from the agent's Project Resource record, resolves the right account deterministically, reshapes meeting minutes, and turns support case data off by default.
PLANNY1 0.9.0
PLANNY1 - Work Management and Agent Instructions - Release Notes - 0.9.0
PLANNY1 0.9.0 lets the agent create and update project work by request, and lets you bound what it may see and change with plain-English rules on your own Klient PSA records.
MCP Knowledge 1 v1.0.2
MCP Knowledge1 - Release Notes - 1.0.2
MCP Knowledge 1 v1.0.2 fixes an inverted channel mapping in publishKnowledgeArticle: Community now correctly means the customer community, and a new Public channel targets the guest knowledge base.
51.11.2
51.11.2 — Release Summary
Prepayments now tracked as cash with their own balance line in Snap Workspace, separate from earned revenue — see what's new in Klient PSA 51.11.2.
Snap Workspace - Prepayment Separated from Revenue - Release Notes - 51.11.2
Prepayments now have their own line in Snap Workspace. Cash received is separated from earned revenue, with a balance that falls as invoices consume it.